Johnson Controls De Puerto Rico Inc. Retirement Plan

Other · DOL Form 5500 · 2022

What the Filing Says About Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan

Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan is an Other retirement plan sponsored by Johnson Controls De Puerto Rico Inc., headquartered in Puerto Rico. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 71 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 660533700, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets declined sharply from $19M at the beginning of 2022 to $15M at year-end - down 19.3%. Net assets (after liabilities) closed the year at $15M, with reported net income of -$4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Johnson Controls De Puerto Rico Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $15M to $19M, a gain of 25.6%, while reported participants moved from 71 to 76 (+7.0%). The strongest year on file by total sponsor assets was 2024 at $19M; the softest was 2022 at $15M. Year-by-year, sponsor-wide filings show: 2022 - $15M in assets across 1 plan covering 71 participants; 2023 - $17M in assets across 1 plan covering 75 participants; 2024 - $19M in assets across 1 plan covering 76 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Johnson Controls De Puerto Rico, Inc. Savings and Investment Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.